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Retirement Planning Retirement Planning Investments Investments
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Medical schemes Medical Schemes in South Africa Short term insurance Insurance
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FSB ACCREDITED FINANCIAL ADVISORS

An online directory of: FSB approved financial advisors, financial planners, CERTIFIED FINANCIAL PLANNER professionals and investment, retirement and insurance brokers. This is a totally independent directory and not affiliated in any way to any financial institution or product house. All listed Financial Advisors are accredited with the FSB (Financial Services Board).

DETAILED INFO ON YOUR FINANCIAL ADVISOR

A name and telephone number in the Yellow Pages is no longer sufficient. Think about it - you are effectively employing your financial planner to guide you with your personal finance decisions. You will certainly be paying them, whether through commission or fees. Shouldn't you be looking at their CV? Their FSB accreditation? Their past experience and qualifications?

Now, in the comfort of your home or office, you can peruse the mini CV's of some of the top financial advisors in the country. No obligations.

TRANSPARENCY AS REQUIRED BY FSB

One of the most exciting experiences we've had on this site, is the quality of the Financial Advisors that have listed. These are the Financial Planners who are confident with their experience and achievements, and have nothing to hide. Transparency works for them. The fly-by-nights, on the other hand, don't like the transparency that our directory mandates (in line with FAIS), and you won't find them here.

PERSONALISED WITH THE INDIVIDUAL FINANCIAL PLANNER WITH WHOM YOU ARE DEALING

A unique feature of our financial planners website is that we have kept it very personalised. No matter which institution you are contracting with, at the end of the day it is the financial advisor that you are actually dealing with that determines the quality of service and advice. People want to deal with PEOPLE - not corporations.

Many of our financial advisers are CFP ® professionals, the premier industry qualification of the Financial Planning Institute of Southern Africa (FPI). Whether you need advice on Retirement, Investments, Estate planning, Life and Disability Assurance, Short Term insurance, Medical Schemes, Offshore investments and planning, Business Assurance or Group Schemes, take full advantage of this online directory.

LATEST ARTCILES FROM OUR LISTED FINANCIAL ADVISERS

 

DO THE CHOOSING YOURSELF - DON'T WAIT TO BE CHOSEN